Experience

Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• MBA, Financial Advisor

  • Sep 2010 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Feb 2009 - Apr 2011

  Provide financial planning and investment advisory services for high net worth private clients. Provide financial planning and investment advisory services for high net worth private clients.



Cowen Inc.

• United States
• Financial Services
• 700 & Above Employee

• Associate Analyst

  • Apr 2008 - Dec 2008

  •Constructed financial models used to value semiconductor stocks. •Wrote research reports based on in-depth analysis and industry contacts. •Maintained daily contact with buy-side institutional clients. •Participated in quarterly earnings calls, and contributed to a variety of proprietary research conferences. •Coverage included: AMD, ATHR, BRCM, CAVM, MRVL, MU, NVDA, QI, SNDK, SIMO. •Research team was recruited to Cowen from Caris & Company. •Constructed financial models used to value semiconductor stocks. •Wrote research reports based on in-depth analysis and industry contacts. •Maintained daily contact with buy-side institutional clients. •Participated in quarterly earnings calls, and contributed to a variety of proprietary research conferences. •Coverage included: AMD, ATHR, BRCM, CAVM, MRVL, MU, NVDA, QI, SNDK, SIMO. •Research team was recruited to Cowen from Caris & Company.



Caris & Company

• Associate Analyst

  • Sep 2007 - Apr 2008

  •Constructed financial models used to value semiconductor stocks. •Wrote research reports based on in-depth analysis and industry contacts. •Maintained daily contact with buy-side institutional clients. •Participated in quarterly earnings calls, and contributed to a variety of proprietary research conferences. • Coverage included: ADI, AMD, BRCM, INTC, LLTC, MU, NSM, QI, SNDK, SIMO, SPSN, TXN. •Constructed financial models used to value semiconductor stocks. •Wrote research reports based on in-depth analysis and industry contacts. •Maintained daily contact with buy-side institutional clients. •Participated in quarterly earnings calls, and contributed to a variety of proprietary research conferences. • Coverage included: ADI, AMD, BRCM, INTC, LLTC, MU, NSM, QI, SNDK, SIMO, SPSN, TXN.



Wentworth Laboratories

• United Kingdom
• Semiconductor Manufacturing
• 1 - 100 Employee

• Manufacturing and Engineering Manager

  • Apr 2002 - Sep 2007

  •Lead technical contact for semiconductor customers including AMD, Intel, and Spansion. •Responsible for all phases of new product development and existing product improvements. •Conducted due diligence on emerging companies with leading-edge manufacturing technologies. •Constantly monitored industry trends to keep new product specifications and introductions ahead of the competition and inline with our customer’s requirements. •Developed business-planning models used as the basis for capital equipment financial budgets. Show less



ASML

• Engineer

  • 1999 - 2002

  •Lead engineer and project manager for the development of the semiconductor industry’s first etched vertical probe-card contact. •Acted as an Intel mission-based team leader whose findings initiated worldwide process changes. •System owner of a $15 million prototype 193 nm semiconductor lithography tool. •Managed day-to-day operations, staff supervision, rigorous production schedules, and key engineering decisions. •Promoted to senior development position after leading the successful installation and qualification of nine 248nm lithography systems at worldwide Intel corporate locations. Show less



United States Merchant Marine

• Engineering Officer

  • 1997 - 1999

  •Sailed as an engineering officer aboard ocean vessels transporting cargo worldwide. Directed engineering operations and maintenance on main and auxiliary systems. •Supervised engineering operations for the start-up of a barge mounted power plant in the Dominican Republic. Managed 50 workers and connected plant to the power grid 30 days ahead of schedule. •Sailed as an engineering officer aboard ocean vessels transporting cargo worldwide. Directed engineering operations and maintenance on main and auxiliary systems. •Supervised engineering operations for the start-up of a barge mounted power plant in the Dominican Republic. Managed 50 workers and connected plant to the power grid 30 days ahead of schedule.